- City National Bank (New York, NY)
- …Knowledge* * Master's degree designation preferred. * Solid understanding of financial markets, portfolio management , investment products, and investment ... closely with various tools to ensure oversight of the investment portfolio . What you will do *...Compliance and other areas of CNB's Private Banking and Wealth Management . Work closely with key stakeholders… more
- City National Bank (New York, NY)
- …practices, and advancements in quantitative analysis and financial research. * Represent the Wealth Management business first line of defense (1LOD) and aid with ... design and implementation of preventive and detective controls relating to Wealth Management Research activities (standing up Compliance-related controls) *… more
- City National Bank (New York, NY)
- …service provider records and change log amongst approved strategies. * Represent the Wealth Management business first line of defense (1LOD) and provide ... design and implementation of preventive and detective controls relating to Wealth Management Research activities (standing up Compliance-related controls) *… more
- Bank of America (New York, NY)
- …positioned within the broader Investment Solution Group (ISG) organization supporting Wealth Management . The team is responsible for sourcing and managing ... Alternative Investment Business Development Executive New York, New York...and analyses client data to drive innovative of new wealth management solutions. Ensures that operations are… more
- Citigroup (New York, NY)
- …through separately managed accounts and portfolio construction; these include Citi Investment Management (CIM) model and custom strategies, CIM Equity and ... pitches as needed. + As part of the broader investment specialist, act as a liaison between portfolio...Investment products + Prior Private Banking or asset management sales experience + Background in discretionary investment… more
- Scotiabank (New York, NY)
- …products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital ... Global Banking & Markets provides a full range of investment banking, credit and risk management products...approval process for sponsor-backed transactions at the fund and portfolio /asset level to drive fee-generating revenues such as M&A,… more
- S&P Global (NY)
- **About the Role:** **Grade Level (for internal use):** 11 **The** **Role:** Investment Management Product Specialist - Quantitative Consultant **The Team:** S&P ... specialized data feeds and analytical products. **Impact & Responsibilities:** The Investment Management Product Specialist - Quantitative Consultant is expected… more
- Scotiabank (New York, NY)
- …products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital ... Americas and the world. Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the… more
- Tompkins Community Bank (Mount Kisco, NY)
- … analytic platforms, such as Bloomberg, Morningstar, and FactSet. + Manage the investment portfolio management process: + Participate in the formulation ... proper investment documentation. + Provide supervision to portfolio managers, wealth advisors and trust officers....investment management experience covering client relationship management as well as portfolio development and… more
- JPMorgan Chase (New York, NY)
- …provide top down asset class views. Support the GIS business in JPM Global Wealth Management clients through a variety of functions. Research and analyze the ... analyzing investments within economics and fixed income asset classes; developing investment ideas and insights with portfolio managers, investment… more